Preflight Cleaning Pro · Help
Estimating

Floor plans, blueprints and maps on the web

Floor plans

In the customer's Scans, Floor Plans & Blueprints folder, click Open Full Size.

The web page draws every plan straight from the scans — each walkthrough, merged plans and the whole building — with the rooms where the app's Arrange Rooms put them, so a plan shows even if nobody has opened it in the app. Rooms are moved and blueprints lined up in the app. Stairs drawn in the app don't show on the web yet. Scans still waiting to upload from a phone are listed at the top.

Stairs on the plan

Staircases counted in the app show on the plan with their treads and an arrow pointing up, in the room they were placed in (they move with that room in Arrange Rooms). They're also on the floor plan in a proposal PDF.

Stairs that aren't on the plan yet are listed at the right of the crew-marks bar: pick one, then click the plan where it is. Click a staircase to Turn ↻ it a quarter turn, Flip Up/Down, Move it (then click the new spot), or Take Off Plan. Steps and widths are still entered in the app.

Blueprints and maps

Under Blueprints & Maps on the customer page:

More in Estimating

Add a customerStart an estimateChoose rooms and what gets cleanedHow the price is worked outStairs, upholstery, add-ons and other chargesService plansRecommended plans: the traffic surveyThe proposalSend it and get it acceptedQuickBooks from an estimatePhone quotes from the officeThe Estimates tabMultiple locations and repeat cleaningsBuilding an estimate on the office web pageScheduling estimate visits and cleaningsRooms and scans on the office web pageResults — speed to proposal and close rateWalkthrough notesSearch, estimate and invoice numbers, and cleaning up old estimatesSales — leads, follow-ups and activityPayment info on fileKey pickup reminders and the crew's BRING listDiscounts and automatic customer discountsPreferred service timeSchedule future cleaningsAir duct and dryer vent cleaningThe customer map and Near MeFind a Time — the best times by driveFind and merge duplicate customersPO numbers, invoice fields and the Invoice SheetSame place, different customers (new owners, tenants, builders)